As Seen In
Listen and Subscribe
Today, we’re walking you through “The Smart Tax Roadmap” – six steps to building a tax-efficient retirement plan. Ultimately, we’ll help show you how your different types of retirement income are taxed in different ways. Here’s an overview of the steps: Master provisional income Categorize your money by tax impact Order your income withdrawals Measure […]
Today on the show, we discuss the 5 effects of Roth conversions. A Roth conversion is a process of moving funds from a traditional Individual Retirement Account (IRA) or a qualified retirement plan (like a 401k) to a Roth IRA. This conversion means that the account holder will owe income taxes on the converted amount, […]
We answer some listener questions on today's episode. We will talk about if using your commissions is a good retirement saving strategy, being tax efficient, and if you should pay off your mortgage before investing in rental properties.
There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?
Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.
